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How does DECHTMAN WEALTH MANAGEMENT help clients? – Key Takeaways:

As a financial expert in the industry, the team at DECHTMAN WEALTH MANAGEMENT is dedicated to providing top-notch financial services to their clients. Through their expertise and extensive experience, they assist their clients in achieving their financial goals. Here are the key takeaways about how DECHTMAN WEALTH MANAGEMENT helps their clients:

  • Offers a wide range of financial services
  • Works with different types of clients
  • Transparent about fees and compensation
  • Maintains a clean record of disclosures

Facts and Insights:

Founded in 2005, DECHTMAN WEALTH MANAGEMENT has been in the business of financial management for over 15 years. With a team of highly qualified advisors and experts, the firm has managed to grow its assets under management (AUM) to over $500 million. This is a testament to their expertise and dedication to providing top-notch financial services to their clients.

Furthermore, DECHTMAN WEALTH MANAGEMENT has a strong reputation in the industry and has been recognized for their excellent services. They have been featured in various financial publications, such as Forbes, Wall Street Journal, and CNBC, which speaks volumes about their credibility and expertise.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management (AUM) Number of Advisors Time in Business
$500 million 15+ Over 15 years

Financial Services Offered:

DECHTMAN WEALTH MANAGEMENT offers a wide range of financial services to help their clients achieve their financial goals. These include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Risk management
  • Education planning

Client Types:

DECHTMAN WEALTH MANAGEMENT works with a diverse range of clients, including:

  • Individuals
  • High-net-worth individuals
  • Business owners
  • Families
  • Retirees

Fees & Compensation:

DECHTMAN WEALTH MANAGEMENT believes in transparent and fair pricing. They provide a detailed breakdown of their fees and compensation structure to their clients before starting any work. Their fees are based on a percentage of AUM, with a minimum annual fee of $2,500. This ensures that the clients’ interests are aligned with the firm’s and that they receive the best possible services.


DECHTMAN WEALTH MANAGEMENT was founded by John Dechtman, a highly experienced and well-respected financial advisor in the industry. With a background in economics and finance, he has managed to build a team of experts who share his passion for helping clients achieve financial success.

Financial Advisor Disclosures to Know:

As a registered investment advisor, DECHTMAN WEALTH MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary actions. However, the firm has a clean record with no disciplinary actions taken against them. They have also implemented strict compliance and risk management processes to ensure the best interests of their clients are always prioritized.

Company Information

Main Office

Mail Office

Other Information

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